Retirees: Seek Out This Type of Education-Oriented Retirement Planning

Welcome to episode #28 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Josh Strange and they discuss his view of retirement planning and Social Security for consumers, financial advisors, and business owners.

Josh, a CFP, is founder and president of Good Life Financial Advisors of Nova in Alexandria, Virginia. He served in the U. S. Air Force as an Intelligence Analyst and graduated from the University of Maryland Global Campus. Prior to founding Good Life Financial Advisors of NOVA, Josh was a financial advisor at two major regional banks and was a member of the advisory council at both banks.

Here is what to expect on this week’s show:
● Are a significant portion of Josh’s clients waiting to claim Social Security at full retirement age or later?
● The most common misconceptions Josh sees people make with Social Security.
● The most common blind spots when it comes to financing and planning for retirement.
● What is the ideal age to have people begin working with clients for their financial planning?
● What can pre-retirees do to start planning well for retirement but not also be unrealistic?
● The average demographics of the clients that Josh works with.
● Advice for business owners about the Social Security decisions for their employees.

Relevant Links:
https://www.goodlifefinancialnova.com/

Connect with Josh and Good Life Financial Advisors Of Nova:
LinkedIn: https://www.linkedin.com/in/joshstrangedc/
Twitter: https://twitter.com/RPGPLAN
Facebook: https://www.facebook.com/goodlifefinancialnova

 

 

📊 Get a customized Social Security plan. Start with a complimentary 10-minute consultation with our team of Registered Social Security Analysts.
https://calendly.com/rssa/consultation

➡️ Financial Advisors and Accountants – Become an RSSA and discover how Social Security expertise can unlock massive opportunities for your practice.
Sign up now – https://www.narssa.org/registration/?pro
or
Schedule a Call – https://calendly.com/narssa/become-an-rssa

✔ Download our White Paper: Social Security Expertise, the Next New Trend for Financial Professionals.
https://rssa.com/social-security-expertise/

⚠️ Questions about the RSSA Social Security Education & Training for Financial Professionals & Advisors?
https://www.narssa.org/resources/contact/

Posted on May 3, 2022 by Ted Rosedale
46 views